Great question! The ability to see certain employees and not others is connected to smart groups and admin permissions. Let's break this down step by step.
Step 1: If you don't want admins seeing all users then the first thing we recommend doing is removing them as admins on the all users smart group. To do this head to the smart group tab, click on the all users group, then click on Admin in the top right. Now, remove any admin that does not need to see all users.
Pro tip: Make sure to toggle off the option for all admins to be automatically added as an admin to this group - if this is toggled on each add will automatically be added as an administrator on the group.
Step 2: Create a smart group for each direct manager containing only their employees. This can be done by clicking on add group and setting the filter as a direct manager is X.
Now when your direct managers enter other features such as the time clock, job schedule, forms, etc. They will only be able to see information related to their employees. For example their employees, timesheets, scheduled shifts, or form entries.
Please note that if you have enabled the ability for admins to create smart groups then they may be able to gain access to all users in the system by accident. To learn more about this click here.
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